Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding JP Morgan Mid Cap Value L Mutual Fund in their Schedule of Assets, totaling $36.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HUGHES HUBBARD & REED LLP HUGHES HUBBARD & REED DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 296 | $289.1M | $13.9M |
| 2 | GRANITE CONSTRUCTION INCORPORATED GRANITE CONSTRUCTION PROFIT SHARING AND 401(K) PLAN | WATSONVILLE CA | 3,412 | $819.4M | $11.8M |
| 3 | TRADEWEB MARKETS LLC |
NEW YORK NY |
| 1,016 |
| $331.9M |
| $5.9M |
| 4 | PCB PIEZOTRONICS, INC. PCB PIEZOTRONICS AND AFFILIATED COMPANIES RETIREMENT SAVINGS PLAN | DEPEW NY | 1,318 | $132.0M | $4.2M |
| 5 | MONTGOMERY BANCORPORATION, INC. MONTGOMERY BANK 401(K) PLAN | SIKESTON MO | 198 | $25.4M | $632K |
